Customize loan product attributes that are dynamically adjusted and show applicants
real-time product offers. Use the intuitive user interface of Product Configurator to select the
right options for your loan products. View product details such as attributes, pricing, and
purchasing options. Show complex loan offers to your customers efficiently.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
Configure your loan products with attributes that are compatible with other products in the
offering. With configuration rules, make sure that applicants choose the loan product that meets
their needs. For example, to view mortgage products, create qualification rules that require an
applicant to have a credit score above 600, a minimum income of US$2,000 per month, and an
address in the United States.
Generate Pricing Based on Loan Term Use Product Configurator to show applicants customized loan term product attributes and generate the pricing based on their selected loan term.
Generate Pricing Based on Credit Score Use the Product Configurator to show applicants customized credit score, product attributes, and generate pricing based on applicant needs.
Generate Pricing Based on Loan Amount Use the Product Configurator to show applicants the customized product attributes and generate the pricing based on applicant needs.
Pricing Procedure for Product Configurator for Digital Lending With Pricing Procedure Builder, transform your established pricing policies into pricing procedures. These procedures are customizable stacks of pricing elements that are arranged in a specific sequence. They’re used to calculate the final net price of a product. Pricing elements call appropriate lookup tables to perform the pricing calculations. This structured approach makes sure that the final net price of a product is determined efficiently and accurately, reflecting the strategic pricing goals of the company.
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